After 401(k)’d, The Greatest 401(k) Book Sequel Ever, and Full Circle, I figured it was time to get back to the nuts and bolts — the real world of being a 401(k) plan provider.
So this January, I’m releasing That 401(k) Plan Provider Handbook — coming to Amazon in Kindle and paperback. It’s not a memoir, not a motivational speech, and definitely not a sales pitch. It’s the practical, occasionally sarcastic, always honest guide for TPAs, advisors, recordkeepers, and anyone else who’s ever had to explain the difference between a QNEC and a QMAC at 5:00 on a Friday.
This book is for the people in the trenches — the ones juggling compliance tests, deadlines, and clients who think “safe harbor” means “I don’t have to do anything.”
So stay tuned, sharpen your fiduciary pencils, and get ready for That 401(k) Plan Provider Handbook — because it’s time the 401(k) industry had a book written for us.
